For Google Docs, make a copy to your Google folder so you can edit:
- Cold Lead Download Options
- Website Evaluation - SOW
- Website Evaluation Email Sequence
- Convert to Care Plan Email Sequence
For this Google Sheet, make a copy then export as an xls. As an xls you can then import it into your PM like Teamwork Projects:
For Airtable, click to DUPLICATE BASE to your own Airtable account. DO NOT edit the template. Click here for how you duplicate a base.